About James Castaldo CPA & Associates
James Castaldo CPA & Associates is a reputable CPA firm based in Lake Grove, NY, specializing in small business accounting and tax services since 2005. The firm has earned the Clutch Award for Top Accounting Firms in New York City in 2021. The accounting services offered include business accounting, cloud accounting, financial statements, budgeting and financial forecasting, cash flow monitoring, bookkeeping, mergers and acquisitions, succession planning, business valuation, incorporation services, audit and assurance services, business tax reduction planning, and tax preparation. The firm specializes in small business accounting, restaurant accounting, transportation accounting, construction subcontractor accounting, and entrepreneurial business accounting. Clients have praised the firm's top-notch services, knowledgeable staff, and efficient handling of complex tax issues. The firm has been commended for providing personalized attention and guidance to small businesses, helping them with tax planning, budgeting, and growth strategies. Overall, James Castaldo CPA & Associates is a trusted partner for businesses seeking comprehensive accounting and tax services.
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I can’t say enough good things about James and his team. From the very first email, he was responsive, professional, and genuinely invested in helping me — even replying promptly while he was on vacation. He always follows up when he says he will, and his entire team is efficient, knowledgeable, and a pleasure to work with.
He goes above and beyond to explain everything clearly, asks thoughtful questions, and is incredibly patient and helpful. What really sets him apart is that he looks ahead — taking time to understand your goals and plans for growing your business or investing in the future. You never feel rushed or overlooked.
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Mr Castaldo is a great CPA. He provides and give insight about taxes and ensure he breaks down the reason you are receiving what you are getting back. He also ensure you file for everything to help you to get back as much refund. I will certainly refer him to anyone as you likely will obtain a great refund.
I was nervous about my tax issues and James was a stand up, honest an straight forward person, his advise an help was amazing an I would recommend them to anyone, i will be sticking with him for years to come, thank u james.